Number of Shares
461,713.00
Current Holdings Value*
$35.35 Mil
% of Portfolio
6.07%
Total Estimate Gain
$-5.10 Mil
% of Total Estimate Gain
-10.60%

Cannon Financial Strategists, Inc.'s Vanguard Intermediate-Term Bond ETF Holding Summary

As of 2025-03-31, Cannon Financial Strategists, Inc. held 461,713.00 shares of Vanguard Intermediate-Term Bond ETF(BIV), totaling $35.35 Mil. This investment constitutes 6.07% of their stock portfolio, and Cannon Financial Strategists, Inc. now holds 0.16% of the outstanding Vanguard Intermediate-Term Bond ETF(BIV) stock.

The initial trade took place in 2019Q4. And since then Cannon Financial Strategists, Inc. has made 17 purchases of BIV, at an average price of $85.52, for a total of 562,136.00 shares. In addition, there have been 4 sales at an average price of $75.06 for 100,423.00 shares. Based on historical transaction data and BIV's current price of $76.76, Cannon Financial Strategists, Inc.'s estimated gain on his BIV holdings is $-5.10 Mil, reflecting a -10.60% gain to date.

Cannon Financial Strategists, Inc. BIV ($76.76) Holding Chart

Cannon Financial Strategists, Inc. BIV ($76.76) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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